CLE Online

Welcome and Land Acknowledgement (9:00 – 9:10)

Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Estate Planning Tools and Techniques (9:10 – 10:00)

• wills and multiple wills
• other estate planning tools
• alter ego/joint partner trusts
• other inter vivos trust planning
• planning for incapacity

Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver

BREAK (10:00 – 10:15)

Tax Planning for Family Succession—Corporate and Trust Structures 
(10:15 – 11:05)

• corporate and trust structures for inter-generational planning
• corporate attribution risks and implications
• family trusts and 21-year deemed disposition planning
• real estate taxes
• adapting to recent changes and developments in law and compliance requirements

Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

BREAK (11:05 – 11:20)

Strategic Planning for Succession and Transition (11:20 – 12:10)

• goals for succession and transition
• transition options:
  • family succession
  • management buy-out
  • sale to a third party, including a strategic buyer, consolidator, and private equity group
• building your team
• sale considerations—tax
• sale considerations—legal
• post-sale considerations

Silvana M. Facchin — Richards Buell Sutton LLP, Vancouver
David W. Harvey — Richards Buell Sutton LLP, Vancouver
Sheryne Mecklai, CPA, CA, TEP — Tax Partner, Manning Elliott, Vancouver

LUNCH (12:10 – 12:50)

The Family Business—Governance and Strategic Advising for the Family Enterprise (12:50 – 1:40)

• family businesses/family enterprise
• strengths and challenges of the family enterprise
• the three-circle model: taking a systems approach
• understanding family dynamics of family business
• family enterprise governance
• governance structures for the family enterprise and its component systems— family, business, owners
• family councils, shareholder forums, advisory boards, and other governance structures/mechanisms
• role of strategic advisor to family enterprise clients; multi-disciplinary advising

Kim A. Karras — BKS Law Corporation, South Surrey/White Rock

BREAK (1:40 – 1:55)

The Intersection Between Family Law and Family Enterprise Wealth Preservation (1:55 – 2:45)

• the breakdown of spousal relationships and the resultant challenges for the family enterprise
  • corporate interests
  • trust interests
• using domestic agreements to protect the family enterprise
• shareholders agreements as a means of managing risk

Scott L. Booth — Jenkins Marzban Logan LLP, Vancouver

BREAK (2:45 – 3:00)

Case Update and Litigation Highlights (3:00 – 3:55)

• recent case law regarding spouses
• recent trends in s. 58 cases
• are secret trusts the next big thing?

Amy A. Mortimore — Clark Wilson LLP, Vancouver

Concluding Remarks (3:55 – 4:00)

Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver